Jennifer Leavitt - Registered Representative

05/28/2026

Did your estate planner talk to you about what a will doesn’t control?

A family assumed a will handled everything. After a parent passed, they learned several assets followed completely different rules.

Do you know where your will’s authority ends—and what takes over next?

05/26/2026

I bet you didn’t know guardianship decisions can be challenged.

Parents believed their wishes were clear. After they passed, another relative disagreed, and the court had to step in—creating uncertainty at an already difficult time.

If someone questioned your choice, would your plan clearly guide the outcome?

05/21/2026

Did you know having a trust doesn’t automatically keep assets out of probate?

A family created a trust assuming it covered everything. But some accounts and property were never moved into it. After a loss, those assets still went through probate—despite the trust being in place.

If you have a trust, do you know which assets are actually titled to it today?

05/19/2026

I bet you didn’t know probate isn’t always about money—it’s about timing.

A surviving spouse needed access to funds for everyday expenses. The estate had money, but probate delays meant waiting months before anything could be used.

How long could your family realistically wait for access if they had to?

05/14/2026

Homebuilder sentiment declined in April, reflecting a more cautious outlook across the housing market.

Rising costs are playing a key role, with increases reported across materials such as insulation, roofing, windows, and doors, as well as higher transportation costs.

Mortgage rates have also risen, adding another layer of pressure on both builders and buyers.

Together, these factors are contributing to a more measured pace of construction activity, as builders adjust to changing conditions.

These shifts highlight how broader economic forces — from financing costs to supply expenses — can influence housing availability and development trends.


Source:

A slew of building suppliers reported price hikes in April on everything from foam insulation and roofing to windows and doors.

05/14/2026

Did your estate planner explain the difference between owning assets and controlling them?

Imagine a parent added a child to property titles to “keep things simple.” Later, that ownership exposed the asset to risks the parent never intended to take on.

Would the way your assets are held today still make sense under real pressure?

05/12/2026

I bet you didn’t know beneficiary designations can override a will.

Someone updated their will after a major life change but forgot to update beneficiaries on their accounts. When they passed, the will said one thing—but the accounts followed the old paperwork instead.

When was the last time your beneficiaries were checked against your actual intentions?

05/07/2026

Did you know minor children can’t inherit money the way most people think?

A parent left assets directly to a child through a will. After the parent passed, the court stepped in and appointed someone else to manage the money until the child reached adulthood.

If you have children, would you be choosing the rules—or would a court?

05/05/2026

I bet you didn’t know this about Power of Attorney.

An adult child had POA for a parent’s finances. When the parent became incapacitated, the institution refused to honor it because the document wasn’t durable. The family had to go to court during a crisis they thought they were prepared for.

Would your documents still work during the worst moment, not just the easy ones?

04/30/2026

Did your estate planner tell you what really happens if a will is contested?

A family thought everything was settled because there was a signed will. One relative questioned it, and distributions stopped. Legal fees started accumulating, and relationships changed before anything was resolved.

If someone disagreed with your plan, how confident are you that it would actually hold up?